VSEQX vs. BRK-B
Compare and contrast key facts about Vanguard Strategic Equity Fund (VSEQX) and Berkshire Hathaway Inc. (BRK-B).
VSEQX is managed by Vanguard. It was launched on Aug 14, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSEQX or BRK-B.
Key characteristics
| VSEQX | BRK-B | |
|---|---|---|
| YTD Return | 23.28% | 29.93% |
| 1Y Return | 45.14% | 33.09% |
| 3Y Return (Ann) | 8.63% | 17.46% |
| 5Y Return (Ann) | 14.35% | 15.96% |
| 10Y Return (Ann) | 10.99% | 12.35% |
| Sharpe Ratio | 2.61 | 2.35 |
| Sortino Ratio | 3.62 | 3.28 |
| Omega Ratio | 1.46 | 1.42 |
| Calmar Ratio | 3.62 | 4.46 |
| Martin Ratio | 15.68 | 11.72 |
| Ulcer Index | 2.77% | 2.88% |
| Daily Std Dev | 16.63% | 14.37% |
| Max Drawdown | -63.55% | -53.86% |
| Current Drawdown | 0.00% | -3.17% |
Correlation
The correlation between VSEQX and BRK-B is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VSEQX vs. BRK-B - Performance Comparison
In the year-to-date period, VSEQX achieves a 23.28% return, which is significantly lower than BRK-B's 29.93% return. Over the past 10 years, VSEQX has underperformed BRK-B with an annualized return of 10.99%, while BRK-B has yielded a comparatively higher 12.35% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
VSEQX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Equity Fund (VSEQX) and Berkshire Hathaway Inc. (BRK-B). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VSEQX vs. BRK-B - Dividend Comparison
VSEQX's dividend yield for the trailing twelve months is around 1.22%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 1.22% | 1.51% | 1.49% | 1.36% | 1.32% | 1.33% | 1.45% | 1.35% | 1.57% | 1.79% | 1.10% | 1.20% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VSEQX vs. BRK-B - Drawdown Comparison
The maximum VSEQX drawdown since its inception was -63.55%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for VSEQX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
VSEQX vs. BRK-B - Volatility Comparison
The current volatility for Vanguard Strategic Equity Fund (VSEQX) is 5.37%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.68%. This indicates that VSEQX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.